Accelerated Windows 7 Deployments with 1E

Jim Bezdan, Duane Gardner, Rob Haines, Su Kent, Pete Murray, Paul Thomsen and Richard Threlkeld

US: +1 886 592 4214 UK: +44 20 8326 3880 FRANCE: +33 1 56 60 52 35 INDIA: +91 120 402 4000

................... 3 Optimizing Windows 7 Migrations ...................... 6 • How do we deploy our standard Windows 7 image to new systems?....................................................................................................................... 8 ii Accelerated Windows 7 Deployments with 1E ....................................................Accelerated Windows 7 Deployments with 1E Windows 7 Table of contents The Business Problem ............................ 5 • Preparation: where do we stand with our current client base? ....................................................................... 4 • AppClarity helps reduce unused software ...........6 • Initiating a Windows 7 migration: what is the best approach to scheduling and initiating a Windows 7 migration at an office or to a department?................ 4 • Application mapping .................................................................................................................................7 • Optimization and reducing costs: Where 1E fits in .... 8 Summary and next steps ...................................................................................................................................7 • How are additional one-off software installations handled after a system is migrated to Windows 7? .......................................................................................................................................................................................................................................................... 3 Windows 7 Migration challenges ................................................................. 7 How can 1E help? ................................................................................................... 4 • Application rationalization ................................................5 • Content distribution: do we have the infrastructure to support an operating system upgrade? ......................................................

and when automating the migration process. driver packages and software packages. which is where time and cost creeps into the project. The challenge is how to prioritize these. boot images. in reducing the time and business disruption created by a mass OS migration project. The network needs to adjust according to business needs. such as smaller satellite and serverless office locations as well as maintaining systems after hours. The 1E solution suite has helped some customers achieve phenomenal deployment statistics. Windows 7 migration challenges The biggest single concern raised during any OS migration project is the elapsed time it takes and the associated impact and cost to the Accelerated Windows 7 Deployments with 1E 3 . Typical OS content includes core images. This is where a feature such as Peer Backup in Nomad 2012 reduces the elapsed deployment time and increases the security of users’ data. At 1E we have the knowledge. In comparison. a base Windows XP image is around 800 MB in size after performing a system capture and including only the service pack. This approach pays instant dividends. Most business applications are in constant use and therefore require efficient network usage and data transfer. highly-optimized migration because of the following main features: • Flexibility and agility: to cope with the increasingly complex and diverse infrastructure scenarios. a base Windows 7 Enterprise x64 image including only the service pack is around 2. This is because the 90% success would always involve 100% desk side visits and other mitigation. which means it takes longer to deploy content in the enterprise. You don’t want to have to shuffle user data across the network during the migration process or deal with network configuration and traffic when making Preboot eXecution Environment (PXE) requests for bare metal system builds. software and expertise to make rapid deployments and minimize the risks. However. without disruption to business applications. averaging 1000 to 1500 OS migrations per day. This is practically impossible without the reverse QoS technology built into Nomad. so these are prioritized over IT content. You can’t just push data down the network as fast as possible since you would risk congesting the network. An OS deployment is a high priority IT project. A streamlined infrastructure and fully automated deployment technology and process reduces direct IT costs and software waste. but conversely there are also many critical IT projects that enable the organization to function and move forward. business.Accelerated Windows 7 Deployments with 1E The Business Problem There is no longer a “one solution fits all” approach for Operating Systems (OS) deployments as the provision of OS and the delivery of business applications need to be scalable and efficient as well as adapt to the changing ways in which people work. • Cost optimization: accelerating the deployment timeline reduces impact and therefore the inherent disruption and cost to the business. The 1E approach is to extend and enhance Microsoft System Center Configuration Manager (ConfigMgr) and. Our approach is to provide 100% automation on 90% of the estate which is significantly more powerful than 90% automation on an entire estate. and also in building an optimized ongoing systems management platform to serve the business IT needs into the future. the process can be costly and time-consuming from an application compatibility perspective when trying to transfer content to remote locations.6 GB in size. at the same time. Nor is it just about moving large volumes of data. • Speed: the deployment toolset needs the ability to deliver extremely large amounts of content and data. reduce and simplify its infrastructure and operational costs. To illustrate the nature of the problem. • End-user empowerment: Shopping allows end users to drive and control their own migration which minimizes the disruption to the working day and removes the administrative overhead from the IT team. 100% automation means a desk-side visit is not required in the majority of cases and many more machines can be migrated at the same time. The 1E solution suite uniquely has the ability to achieve this sort of rapid. Network link speeds (WAN and LAN) are growing at a much slower rate than content. The process and toolset needed to be able to mitigate these. This is where AppClarity’s instant visibility into software usage can bring immediate value • Risk mitigation: the extended time and manual effort involved in an OS Migration inevitably introduce more risk and potential pain.

WakeUp. Because AppClarity uses ConfigMgr data. Do we deploy what was there before? If so. Application rationalization Many organizations struggle with the question of which applications to include on the base system they are deploying. costly and time-intensive IT projects today. including software inventory (files). AppClarity detects unused software To help you rationalize which applications are most commonly used. how do we determine who is actually using which application so we don’t have to purchase additional licenses? 4 Accelerated Windows 7 Deployments with 1E . software metering.Accelerated Windows 7 Deployments with 1E The solution set Services Shopping AppClarity Nomad IT sys mgt Data center Business traffic Automation • Collapse the deployment timeline • Eliminate desk visits • Reduce the burden of IT Help Desk Consumerization • User select the Apps they need • Then decides when to start the OS migration and app delivery App reduction • Identify which apps are really used • Only migrate apps that are required now • Remove legacy apps Office location Streamlining infrastructure • Fewer servers needed • No disruption of business traffic • Rapidly deliver larger amounts of content Optimizing Windows 7 Migrations Given its sheer scale and complexity. 1E provides AppClarity. There’s an undeniable impact on the network and striking the right balance between a successful and fast migration and not disrupting the flow of business data yet ensuring that the right software applications are installed are key considerations IT departments have to take when embarking on such a project. We look at a typical OS deployment process and what you need to consider at each stage. ConfigMgr has very rich data collection in relation to software. The AppClarity workload in itself is relatively light and so it can often be installed on your ConfigMgr site server itself. but as it is also appropriately categorized you can see how much it is used. you have probably already found that this data is very inconsistent and voluminous. With AppClarity you cannot only see specifically what software is installed. Often organizations are faced with having to spend far more than what was planned on additional software licenses to avoid the risk of lost user productivity or license violations because they don’t have an effective way of determining what software they need to deploy to each system. do we upgrade to the latest version and how do we map each of the old versions to the new? Should we deploy every line of business application a department typically uses. the setup and use of AppClarity is very fast. Combining different 1E solutions – AppClarity. AppClarity has automatic algorithms and an extensive manually produced and maintained software catalog to normalize ConfigMgr’s data into actionable information for all your software. Nomad and Shopping – provides organizations with a toolset that will optimize Windows 7 deployments in the most cost-effective way and ensure there is no disruption to the business. However. asset intelligence. and similar data. You can then open the AppClarity console and see the details of your organization’s software footprint. Manually trying to reconcile it to actionable information for even a small subset of software is very labor intensive. AppClarity is then configured to synchronize with the ConfigMgr database. which usually takes only five to 20 minutes. a Windows 7 deployment can be one of the most painful. but do we have the licenses to cover all of them? If not. Add/ Remove Programs. Each of these questions can require extensive research and gathering of data so an accurate assessment can be made. The amount of time to gather and analyze this data can be extensive.

frequent users of Project Professional 2007 would receive an upgrade to Project Professional 2010. License upgrade costs and annual license maintenance fee are reduced. 1E’s application mapping solution affords administrators the opportunity to create rules specific to each usage category. NightWatchman Enterprise is a power management (including shutdown) and Wake-on-LAN solution. one of which is to maximize the health of your ConfigMgr clients. they are matched to AppClarity ID number. How applications are mapped is controlled via an administrator-defined rule set. ConfigMgr itself must be fully functional (healthy) on both the server side and the client side in order to provide its services. simpler and less prone to oversight. Items in Shopping’s software catalog that have been linked to items in AppClarity do not require mapping rules to have the application automatically reinstalled. so the clients have no problem finding the server in order to report results or occasionally update policies. as determined by usage. products are linked to normalized data in AppClarity. However. This can be done even if you choose to not use NightWatchman Enterprise for its shutdown and WakeUp capabilities. Preparation – where do we stand with our current client base? Many organizations have desktop management systems in place. are removed during the Windows 7 migration. AppClarity identifies three categories of usage for every application: used. and existing licenses are efficiently allocated to those who use them. including OS deployments. Instead of matching products by name. but with the 1E approach to OS migration. With 1E’s approach. name resolution. Managing server health is generally well understood. Furthermore. Finally. Applications the user no longer needs. It is a professionally developed lightweight service that runs on the client computers themselves to regularly check the ConfigMgr client. it is just part of the migration process. This could lead to a workstation not being upgraded with the others in a department on schedule. for those who haven’t used Project in quite some time. Not only can the organization save time and improve end-user satisfaction by automatically reinstalling user applications for them. privileges or similar issues. For most enterprises. software can also be systematically rationalized and reduced in the process. Therefore there are no issues with finding the ConfigMgr client in terms of timing. applications are identified in AppClarity’s inventory by their ID and mapped to software titles available in Shopping’s software catalog. NightWatchman Enterprise can be used to enhance your OS migration project in several ways. potentially unused and unused. a department or office could experience a loss in productivity until the situation is rectified. based on its usage is what really sets the 1E solution apart. no application is installed. Accelerated Windows 7 Deployments with 1E 5 . Creating and maintaining custom mapping rules is also more precise. especially when used with 1E’s products.Accelerated Windows 7 Deployments with 1E Application mapping Our application mapping solution combines AppClarity’s application inventory and normalization capabilities with Shopping’s OS deployment features. The default mapping rule is to reinstall the same version of an application. As a result of even just a few systems being overlooked. meaning that a single ID number represents any subtle variants in the products’ display name to a single release. primarily focusing on System Center Operations Manager. For example. while occasional Project users receive a free project viewer. but do we know if those systems are reporting accurately? Are we actually seeing all of the workstations in our inventory? How do we know if a workstation isn’t reporting properly? Are all of my systems capable of supporting Windows 7? Not having accurate information about your environment could mean that a number of systems are being overlooked or having problems accepting the upgrade. For example. The NightWatchman Enterprise server is always up with a constant address. this type of internal software audit could take years of effort to complete. The ability to reinstall an application. WakeUp Client Health guarantees deployment success Microsoft’s System Center Configuration Manager (ConfigMgr) is the most powerful solution available to deploy operating systems. the 1E solution only required one. where the traditional application mapping solution required five table entries for Adobe Acrobat 8 (one for each of the variants in its display name). Adding usage to the mapping criteria affords the organization an opportunity to reclaim or clean up licenses that may not be in use. or not.

Nomad 2012 reduces the network impact by automatically prioritizing business applications and backing off through its unique Reverse QoS™ networking technology which ensures that IT traffic automatically backs off content distributions – for instance in an OSD scenario – when business applications need network resources. For multi-regional organizations users can choose to select their language or version preference. many organizations. It does this by looking at how packets of data traverse the WAN and regulates the bandwidth to remote branch locations via an autonomic throttling system.Accelerated Windows 7 Deployments with 1E Content distribution – do we have the infrastructure to support an OS upgrade? With the increase in data connectivity options. Nomad 2012 contains a Peer Backup Assistant which seamlessly offloads user data locally and securely without crossing the WAN link so that OS migrations complete faster and don’t take down the network. How can we ensure that end users leave the workstations on so we don’t miss anyone? How do we handle laptops that may not be in the office overnight? Can we give our users more control so they can initiate the upgrade when it fits their schedule? Self-service with Shopping The vast majority of companies will have some staff that may want to initiate their own OSDs. many organizations have opted not to place servers in remote offices since users can access resources in the data center with little to no latency or delay. Trying to schedule a deployment to a department or office while minimizing the impact to end user productivity can be a challenge. Combined with eliminating the need for more network bandwidth or traditional QoS configurations Nomad 2012 lessens the overall administration for ConfigMgr tasks. They can also select (or unselect) applications to replicate those they currently have and wish to have automatically reinstalled with the new OS. Desktop systems are typically migrated after hours. of course will have their OSDs scheduled by the IT department. Users are presented with the applications that will come with the OS. but this can present another challenge. the volume of data that needs to be transferred could easily saturate an otherwise robust WAN link for many hours or days. Nomad 2012: reliable content distribution An OSD process itself can be very costly and time consuming not only from an application compatibility perspective but also when trying to transfer the content to remote locations and automate the migration process. It eliminates the need for servers as client systems can automatically hold local elections to determine a single representative to pull this data across the WAN and has dynamic failback methods built in to ensure successful deployments. The result is limited connectivity to the datacenter which could impact the overall productivity at the remote office. For the self-service option we recommend Shopping™ which takes users through a simple wizard that explains each step of the migration process as they move to their new OS. traffic or impact as it allows peer PXE-booting locally on client subnets without servers and without external network communication. Initiating a Windows 7 migration – what is the best approach to scheduling and initiating a Windows 7 migration at an office or to a department? An OS deployment can take some time to complete. Finally the PXE Everywhere component of Nomad 2012 allows any client system to boot from another without any network configuration. 6 Accelerated Windows 7 Deployments with 1E . In addition to the network throttling that Nomad 2012 controls it also has automation tools integrated into the Task Sequence engine of the OSD process to allow for less administration and more success around keeping data local to branches so that the network isn’t impacted when user data needs to be backed up during the migration process. However. These are the core applications delivered with the OS image. This includes not having to shuffle user data across the network during the migration process but also not having to deal with network configuration or traffic when doing PXE requests for bare metal system builds. when it comes to upgrading the operating system and applications on multiple remote workstations.

including the prestaging of content at branch locations. How do we deploy our standard Windows 7 image to new systems? Many organizations will have new systems shipped to a depot location. are completed inside the native ConfigMgr console as Nomad leverages the existing infrastructure completely. This requires additional time. AppClarity provides the accurate information to allow you to retire. How do we allow users to request these one-off software packages without overwhelming the service desk after a department or office is migrated to Windows 7? Shopping Shopping empowers users to install software. but this can quickly turn into a management headache – tracking and keeping the media up to date. the infrastructure to support booting “bare metal” outof-the-box systems is not normally available in remote offices and requires a PXE server infrastructure to be in place on site. Available slots are set by an administrator who sets the start and end dates of the OS Deployment project and the time blocks users can choose. However. All of these OSD features. Other methods include shipping stand-alone bootable media out to remote serverless offices. This means that when doing bare metal builds. This enables the administrator to control the migration and allows users to select when it is convenient for them to upgrade. Nomad content distribution reduces the number of servers and desk side visits. the user data that was on the previous system can be safely backed up and restored to the new one seamlessly and returned to the user without needing to transmit the data over the WAN. This can be done by enabling PXE on specific systems or Nomad’s “PXE Everywhere” feature which allows dynamic elections to take place at local sites and peer systems will determine the best system to host the PXE process. The ability to ship systems directly to remote offices and deploy them with minimal IT staff and skillsets on site could provide significant savings. WakeUp ensures client health and optimizes your ConfigMgr to be in the best possible shape to handle an OS migration project. When the scheduled time arrives a ConfigMgr task sequence is activated and the user’s machine is effortlessly and automatically migrated to Win7. whilst Shopping accelerates the deployment schedule and helps reduce the burden on the IT help desk. to edit or cancel the migration and download a reminder to their calendar. PXE Everywhere PXE capabilities allow peer systems to bare metal boot to each other and install an operating system with no network configuration and no administrative effort. they do play a role in end user productivity.Accelerated Windows 7 Deployments with 1E Scheduling the time and date of the migration is extremely flexible. unpack them. apply the new OS image. As part of an OS Migration. Once the wizard is completed the migration is scheduled and the banner changes to display the migration time and three links. Accelerated Windows 7 Deployments with 1E 7 . Nomad’s Peer Backup capabilities (as explained above) allow for instance backup and restore of USMT data. then repackage and ship them out to a remote office. replace or upgrade additional software applications. Additionally Nomad has full WinPE support which means that all the dynamic capabilities of Nomad for content location are part of your build process. streamlining the environment and reducing software waste and costs. This dramatically reduces the number of software requests that go through the helpdesk Optimization and reducing costs: Where 1E fits in All of the 1E product components reduce deployment time as well as direct costs. operating systems and services at a time when it suits them without disrupting their daily workload. approval and delivery process means users can download the software and services from the enterprise app store within minutes. Many times these products were installed over the course of time through individual service desk requests and are not typically included in a Win7 migration. The self-service automation of the request. However. With the WinPE support Nomad can multicast in WinPE allowing for fast and/or large scale migrations to take place. AppClarity immediately identifies and accurately quantifies software waste. resources and shipping expense. How are one-off software installations handled after a system is migrated to Windows 7? Often there are several software packages that end users use day to day that are not business critical but improve productivity.

This means Windows7 migration project can be considered as business as usual as it will not impact the business. and ensuring client health. Assessment Phase: The assessment phase builds an initial project plan. targeted and end-to-end consulting services through its highly experienced. This approach pays instant dividends both in reducing the time and business disruption created by a mass operating system migration project. Success is achieved by the high level of automation and optimization of the software delivery process. Deployment Phase: This is the final phase of the Windows 7 deployment project and includes a phased deployment to the rest of the agreed number of systems in the environment. your current applications and desktop hardware and your likely training requirements. provide the architectural assistance.1e.52 35 8 Accelerated Windows 7 Deployments with 1E . Following the pilot a review is done and any necessary modifications are completed. automate and reduce risks for large scale Windows 7 migrations. as well as reduce and simplify its infrastructure and operational costs. This includes the image/build engineering portion of the project and the development of the Windows 7 image along with the deployment method(s) that will be used in the production visit: www. Pilot Phase: After the Preparation Phase.Accelerated Windows 7 Deployments with 1E How can 1E help? An overview of how we can help (of what we do and don’t do) 1E Professional Services provides strategic. The 4-phases comprise: Preparation Phase: The preparation phase includes the creation of a paper-based design and testing and validating the design in a lab for all the necessary desktop and laptop models. guidance and recommendations to help accelerate our customers’ Windows 7 deployments. It’s also proven. If you would like to learn more or request a Windows 7 consultation. This phase also includes identifying the key technical and business requirements and concludes with a Design document highlighting everything that is required for a successful Windows 7 deployment. 1E Consultants. but also in building an optimized. industry recognized and committed team of 1E consultants. the production pilot phase begins. Using best practices developed on several Windows 7 Migration projects. that leverage 1E products & solutions. A final project review is also performed to ensure the project has met the technical and business requirements that were identified during the Assessment Phase. contact us today . If you would like to learn more or request a Windows 7 consultation. The purpose of this phase is to ensure that the deployment goes as smoothly as possible and to transition the project over to the support staff and complete the technical skills transfer. 1E Professional Services consulting services and offerings target all stages of a typical project and help accelerate development and deployment of Windows 7. A technical documentation library is created so that there will be a full record of all technical configurations for future reference. Summary and next steps The 1E solution suite is proven to accelerate. Our approach is to extend and enhance Microsoft System Center Configuration Manager (ConfigMgr). 1E consultants are available to discuss any issues around Windows 7 migration and help you overcome any challenges you may come across. With the right preparation. companies can approach an OS migration project with confidence: from rationalizing and mapping info@1e. including timescales and key recommendations. we have helped a number of customers achieve impressive numbers – averaging 1000-1500 deployments in a single day. The 1E Methodology for Windows 7 migration follows a 4-phase process that follows best practices and accomplishes the migration with minimal to no impact to the end-users. to optimizing content distribution and empowering users to reinstall applications and initiating their own deployments. The new Windows 7 image is deployed in phases to an agreed number (usually 20%) of systems during a specified timeframe. reviewing the processes involved in application compatibility testing. in a collaborative manner. on-going systems management platform to serve the business IT needs into the future. user acceptance testing and final or call: US: +1 886 592 4214 UK: +44 20 8326 3880 FR: +33 1 56 6.

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